Keep your money safe from market risk, minimize taxes, and build guaranteed lifelong financial security.
Your funds are stored in a dividend-paying life insurance policy, not in the stock market. This shields your money from market downturns while guaranteeing steady growth.
Absolutely. Your money grows tax-protected, and when structured properly, you can access it tax-free in retirement — helping you keep more of what you’ve earned.
In most states, funds in your Private Family Banking™ policy are protected from creditors and judgments, offering an additional layer of financial security.
By following the Private Family Banking™ method, you can grow your wealth without fretting about market timing or tax increases. Your cash grows tax-protected and can be accessed tax-free to provide passive income at retirement.
How much RISK can you tolerate in your financial life? 0%, 25%, 50%? In a world filled with uncertainty, it’s crucial to protect your hard-earned money from risks. Private Family Banking™ offers you a revolutionary solution that guarantees safety, growth, tax advantages, liquidity, and protection from judgments in most states.
Imagine a life where your investments thrive, untouched by market volatility. Private Family Banking™ empowers you to take control of your financial destiny and enjoy guaranteed growth, regardless of economic fluctuations.
Say goodbye to sleepless nights worrying about taxes! Private Family Banking™ provides strategic tools and structures to minimize your tax obligations, allowing you to keep more of your money.
At the core of Private Family Banking™ is a customized dividend-paying permanent life insurance policy which is used to create a money pool that you control. Your money is not invested in the stock market so you are insulated from downturns in the market. Unlike IRAs, 401(k)s or other tax-qualified plans, the money that you accumulate in a dividend-paying whole life insurance policy is accessible to you at any time and without penalties.
